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Manager In Client Accounting Services Jobs in Montana

DOWL

Accounting Specialist Lead

Billings, MT · On-site

$21 - $28.25/hr

Our in-house expertise spans Civil and Land Development, Construction-Related Services ... Advise Project Managers on client invoicing matters and collection-related issues. * Research and ...

DOWL

Accounting Specialist Lead

Billings, MT · On-site +1

$21 - $28.25/hr

Our in-house expertise spans Civil and Land Development, Construction-Related Services ... Advise Project Managers on client invoicing matters and collection-related issues. * Research and ...

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Manager In Client Accounting Services information

What is a manager in client accounting services?

A Manager in Client Accounting Services is a professional who oversees accounting operations for clients, often within an accounting firm or financial services company. They manage a team responsible for tasks such as bookkeeping, financial reporting, payroll, and compliance. Their role includes ensuring accuracy and timeliness of financial information, consulting clients on best practices, and maintaining strong client relationships. These managers also coordinate with other departments to deliver comprehensive financial solutions tailored to each client's needs.

How does a manager in client accounting services typically collaborate with clients and internal teams?

A Manager in Client Accounting Services serves as a key liaison between clients and the firm’s accounting staff. They regularly communicate with clients to understand their business needs, address concerns, and deliver tailored financial solutions. Internally, they coordinate with accountants, bookkeepers, and tax specialists to ensure accurate and timely completion of client deliverables. Strong interpersonal and project management skills are essential, as the role often involves balancing multiple client accounts and mentoring junior team members.

What are the key skills and qualifications needed to thrive as a manager in client accounting services, and why are they important?

To thrive as a Manager in Client Accounting Services, you need strong accounting expertise, solid analytical skills, and typically a CPA or equivalent qualification. Familiarity with accounting software such as QuickBooks, Xero, or ERP systems, as well as experience in financial reporting and compliance, is essential. Excellent leadership, client relationship management, and communication skills help you lead teams and build client trust. These abilities are critical for delivering accurate financial services, meeting client expectations, and ensuring regulatory compliance.

What is the difference between Manager In Client Accounting Services vs Bookkeeper?

AspectManager In Client Accounting ServicesBookkeeper
CredentialsTypically requires a CPA, accounting degree, or relevant certificationsOften requires basic bookkeeping certifications or high school diploma
Work EnvironmentManages client accounts, supervises staff, and interacts with clients in an accounting firm or departmentPerforms day-to-day transaction recording, often in an office or remotely
ResponsibilitiesOversees financial statements, reconciliations, and client reportingRecords transactions, maintains ledgers, and processes invoices

The Manager In Client Accounting Services typically holds advanced credentials and oversees complex accounting functions, while a Bookkeeper handles routine transaction recording. The manager role involves supervision and client interaction, whereas bookkeeping is more focused on data entry and record maintenance.

What are popular job titles related to Manager In Client Accounting Services jobs in Montana?

For Manager In Client Accounting Services jobs in Montana, the most frequently searched job titles are:

What job categories do people searching Manager In Client Accounting Services jobs in Montana look for?

The top searched job categories for Manager In Client Accounting Services jobs in Montana are:

What cities in Montana are hiring for Manager In Client Accounting Services jobs?

Cities in Montana with the most Manager In Client Accounting Services job openings:

Manager In Client Accounting Services jobs near you
Infographic showing various Manager In Client Accounting Services job openings in Montana as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Director of Client Accounting & Advisory Services (CAS)

Bozeman, MT • On-site

JCCS, P.C.
See more jobs at JCCS, P.C.external

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Job description

Director of Client Accounting & Advisory Services (CAS)

We are open to having this position in any of our seven office locations in Montana!


If you’re a forward-thinking leader who thrives on building relationships, developing teams, and driving growth, we’d love to connect.


Overview
JCCS is seeking a strategic and growth-oriented Director of Client Advisory Services (CAS) to lead and expand our advisory practice. This role is responsible for driving the vision, growth, and operational excellence of the CAS service line while delivering high-impact financial insights to our clients.

As a key member of the firm’s leadership team, you will shape the future of CAS at JCCS, leading a talented team, strengthening client relationships, and building scalable, high-value advisory services.

Why JCCS

  • Lead and shape a growing advisory practice
  • Collaborative, people-first culture
  • Competitive compensation and benefits
  • Commitment to work-life balance and long-term success
  • Opportunity to make a meaningful impact on clients and the firm
  • 401(k) with safe-harbor and profit-sharing employer contributions
  • Health, dental, vision and HSA contributions
  • Early Friday afternoons off (May – December)
  • PTO and paid holidays
  • Paid CPA licensing and continuing education
  • Career growth and advancement opportunities
  • Supportive and collaborative team environment
  • Opportunity to live and work in beautiful Montana


Essential Job Responsibilities

  • Lead the strategy, growth, and overall performance of the CAS practice
  • Build, manage, and develop a high-performing CAS team
  • Serve as a trusted advisor to clients on financial performance and business decisions
  • Establish and grow a book of business through business development and client relationship management
  • Identify opportunities to expand CAS services and enhance client value
  • Oversee delivery of CAS engagements to ensure quality, timeliness, and consistency
  • Develop and improve processes, workflows, and service offerings
  • Drive adoption and optimization of technology and tools within the CAS function
  • Collaborate with tax, audit, and firm leadership to deliver integrated client solutions
  • Participate in firm initiatives related to growth, strategy, and team development
  • Perform other duties, responsibilities, and activities as assigned


To Qualify:

  • Bachelor’s degree in Accounting from an accredited university
  • Active CPA or CMA license
  • 10+ years of experience in public accounting, advisory, or CAS services
  • Proven experience leading teams, departments, or service lines
  • Strong understanding of financial reporting and advisory services

Skills for Success:

  • Strong leadership and team development skills
  • Ability to build and maintain client relationships
  • Strategic thinking and problem-solving ability
  • Experience with cloud-based accounting and advisory tools
  • Strong communication and organizational skills
  • Ability to drive accountability, results, and continuous improvement

About JCCS 

JCCS Certified Public Accountants has been serving Montana businesses and individuals for more than 80 years. With offices across the state, we provide tax, audit, and advisory services that help our clients grow and succeed.
Our firm is known for its collaborative culture, commitment to professional development, and strong relationships with the communities we serve.

Apply

If you're looking for a career where you can build strong client relationships, grow professionally, and enjoy the Montana lifestyle, we encourage you to apply.
Even if you don’t meet every qualification, we welcome your application.

This job posting is intended to describe the general nature and level of work being performed and not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel as classified.


Candidate must successfully pass a background check.


JCCS is firmly committed to affording equal opportunity to all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.